• 49 minutes 57 seconds
    918b wwgd: Warren is mortgage-free & wanting a new car, home battery & bathroom reno

    Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


    In this "what would Glen do" episode Glen sits down with Warren, who's after a second opinion on how to prioritise & fund some financial goals. They touch on:


    πŸ‘‰πŸ» Warren's current situation & goals

    πŸ‘‰ his financial position according to Glen's sound financial house foundations

    πŸ‘‰πŸΎ what Glen would do

    πŸ‘‰πŸΌ the mother-in-law arrangement: the $200/week account & estate clarity


    money money money is proudly supported by Sphere Home Loans and Skye Wealth.

    Need a mortgage broker? Check out https://www.spherehomeloans.com.au

    Need to review your personal insurances? Head to https://skye.com.au


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast


    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

    6 May 2026, 7:10 pm
  • 1 hour 19 minutes
    918 genetic testing ban on insurers, sold investment property now what, pausing premiums on parental leave + more

    Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


    In this Q&A episode Glen is joined by Phil Thompson from Skye Wealth to talk about:


    πŸ‘‰πŸΌ new legislation banning insurers from using specific genetic testing to deny cover

    πŸ‘‰πŸ½ ambulance VIC membership vs private health, or both?

    πŸ‘‰πŸΎ Glen's rule of thumb for who should consider private health insurance

    πŸ‘‰πŸΏ Glen's private health policy

    πŸ‘‰πŸ» community discussion: how did you increase your income?

    πŸ‘‰ what to consider before you pause insurance premiums on parental leave

    πŸ‘‰πŸΌ sold investment property, paid off home, what now?


    money money money is proudly supported by Sphere Home Loans and Skye Wealth.

    Need a mortgage broker? Check out https://www.spherehomeloans.com.au

    Need to review your personal insurances? Head to https://skye.com.au


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast

    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

    4 May 2026, 7:10 pm
  • 51 minutes 27 seconds
    917b wwgd: Kate is a 41yo nurse earning six figures but living week-to-week

    Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


    In today's episode Glen sits down with Kate from Brisbane. She earns a decent income as a cosmetic injectables nurse but has maxed out 2 credit cards and just can't seem to get ahead. Kate wants to know: am I past the point of no return? They unpack:


    πŸ‘‰πŸΌKate's goal to get out of consumer debt and save a home deposit

    πŸ‘‰πŸ½ her income, work and lifestyle

    πŸ‘‰πŸΎ cashflow, consumer debt situation & why a budget hasn't stuck

    πŸ‘‰ super, assets and protection plan

    πŸ‘‰πŸΏ living situation

    πŸ‘‰πŸΌ Kate's past & a recent ADHD diagnosis

    πŸ‘‰πŸ» Glen's take on Kate's situation


    money money money is proudly supported by Sphere Home Loans and Skye Wealth.

    Need a mortgage broker? Check out https://www.spherehomeloans.com.au

    Need to review your personal insurances? Head to https://skye.com.au


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast


    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

    29 April 2026, 7:10 pm
  • 1 hour 2 minutes
    917 how to ask for more money & land your dream job (careers & income Q&A with Emily Bowen)

    Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


    Glen is joined by Emily Bowen, HR consultant, Operations Manager at Boldside and host of this is work for a full community Q&A on careers, pay and all things workplace. They touch on:


    πŸ‘‰πŸΌ Kayla asked how to negotiate a pay rise when you feel you are being unpaid

    πŸ‘‰πŸ½ Francis asked what to put in a cover letter when you don’t tick all criteria

    πŸ‘‰πŸΎ Chelsea asked how to stand out in an AI-driven recruitment world

    πŸ‘‰πŸΏ Kate said, I work in HR and I'm always putting out fires. How can I break this reactive loop?

    πŸ‘‰πŸ» how to negotiate more pay without seeming ungrateful

    πŸ‘‰ what can you do if you're on an award or in a Government role?


    Download the Unofficial Income Guide ebook: https://www.moneypodcast.com.au/unofficial-income-guide

    If you lead a team, check out Boldside: https://www.boldside.com.au/

    Check out this is work with Shell and Emily wherever you get your podcasts.


    money money money is proudly supported by Sphere Home Loans and Skye Wealth.

    Need a mortgage broker? Check out https://www.spherehomeloans.com.au

    Need to review your personal insurances? Head to https://skye.com.au


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast

    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

    27 April 2026, 7:10 pm
  • 53 minutes 28 seconds
    916b Mitch has 3 properties & no borrowing power, what to focus on next? (clarity call with John Pidgeon)

    Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


    In this clarity call, John Pidgeon host of this is property chats with Mitch who is feeling stuck and unsure on how to move his property portfolio forward. They unpack:


    πŸ‘‰πŸΌ Mitch’s roadblock

    πŸ‘‰πŸ½ his businesses

    πŸ‘‰πŸΏ long term lifestyle, property and business goals

    πŸ‘‰ cashflow and expense management

    πŸ‘‰πŸ» the lending reality as a new business owner

    πŸ‘‰πŸΎ clarifying focus & building income first, then investing

    πŸ‘‰πŸΌ Mitch's property portfolio

    πŸ‘‰πŸΏ John's 4 pillars of wealth creation

    πŸ‘‰ action steps


    Interested in a clarity call with John? Book here: https://www.solverewealth.com.au/clarity-call-with-john-pidgeon/


    money money money is proudly supported by Sphere Home Loans and Skye Wealth.

    Need a mortgage broker? Check out https://www.spherehomeloans.com.au

    Need to review your personal insurances? Head to https://skye.com.au


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast


    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

    22 April 2026, 7:10 pm
  • 48 minutes 44 seconds
    916 disputing your bank, property & starting a family, gen Z at work & career pivot in your 50s

    Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


    In this episode Glen James, John Pidgeon and Rachelle Kroon answer your questions about:


    πŸ‘‰πŸΌ challenging your bank over lost bonus interest

    πŸ‘‰πŸ½ property analysis paralysis: single woman, 1-bed apartment & IVF plans

    πŸ‘‰πŸΎ ur community discussion: are you planning to retire early?

    πŸ‘‰πŸΏ gen z jargon at work - I want to sound more professional!

    πŸ‘‰πŸ» considering a career change in your 50s & AI's impact on careers


    money money money is proudly supported by Sphere Home Loans and Skye Wealth.

    Need a mortgage broker? Check out https://www.spherehomeloans.com.au

    Need to review your personal insurances? Head to https://skye.com.au


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast

    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

    20 April 2026, 7:10 pm
  • 51 minutes
    915b wwgd: 25yo doctor has $400k in ETFs but...

    Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


    Connor is a 25yo junior doctor renting for $145 a week and somehow has $400,000 invested in shares. But when he asks Glen James about buying his first home, optimising his portfolio and figuring out when "enough is enough," Glen's take isn't quite what he expected.


    πŸ‘‰πŸΌ Connor's situation: 25yo junior doctor, single, training towards anesthetics

    πŸ‘‰πŸ½ income, savings rate & spending system

    πŸ‘‰πŸΎ cash, HELP debt & super (First Home Super Saver Scheme)

    πŸ‘‰πŸΏ living situation & housing plans

    πŸ‘‰πŸ» the $400k share portfolio: VAS, VGS & Pearler

    πŸ‘‰ specialty training, moving around & the housing timing problem

    πŸ‘‰πŸΌ what would Glen do?

    πŸ‘‰πŸ½ the non-deductible debt problem

    πŸ‘‰πŸΎ investment property vs buying to live in vs keep renting

    πŸ‘‰πŸΏ the two-ETF

    πŸ‘‰πŸ» should Connor gear?


    money money money is proudly supported by Sphere Home Loans and Skye Wealth.

    Need a mortgage broker? Check out https://www.spherehomeloans.com.au

    Need to review your personal insurances? Head to https://skye.com.au


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast


    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

    15 April 2026, 7:10 pm
  • 1 hour 15 minutes
    economic update: fuel prices, oil, interest rates & inflation (with Brian Parker, Chief Economist at ART)

    Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


    This economic update with Brian Parker, Chief Economist at ART was recorded on 10 April, 2026.


    This episode is brought to you by Australian Retirement Trust. They're the super fund helping over 2.4 million Aussies awaken their super, because you could be sitting on a big blue monster. Consider the PDS and TMD before deciding. Learn more at art.com.au.


    money money money is proudly supported by Sphere Home Loans and Skye Wealth.

    Need a mortgage broker? Check out https://www.spherehomeloans.com.au

    Need to review your personal insurances? Head to https://skye.com.au


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast

    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

    14 April 2026, 6:30 am
  • 37 minutes 41 seconds
    915 the unofficial income guide: what mmm listeners actually earn

    Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


    Earlier in the year, we surveyed our community about their incomes… and today, we’re finally revealing the results. Some of the numbers might surprise you (or mess with your head a little)! Glen is joined by Emily Bowen, General Manager at Boldside to unpack the data and 7 ways to increase your income. Download the Unofficial Income Guide here:https://www.moneypodcast.com.au/unofficial-income-guide


    They touch on:


    πŸ‘‰πŸΌ what sparked the survey

    πŸ‘‰πŸ½ age, location and industry breakdown

    πŸ‘‰πŸΏ income & work satisfaction snapshot

    πŸ‘‰ work arrangement breakdown

    πŸ‘‰πŸ» you don't need a degree to earn big!

    πŸ‘‰πŸΎ what drives people at work?

    πŸ‘‰πŸΌ career breaks, impact and desire for flexibility

    πŸ‘‰πŸ½ what does $200k+ actually look like?

    πŸ‘‰πŸΏ part time doesn't mean low income

    πŸ‘‰ 7 ways to increase your income


    money money money is proudly supported by Sphere Home Loans and Skye Wealth.

    Need a mortgage broker? Check out https://www.spherehomeloans.com.au

    Need to review your personal insurances? Head to https://skye.com.au


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast

    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

    13 April 2026, 7:10 pm
  • 10 minutes 35 seconds
    the 10 questions with Frances Cook

    In this episode, Frances Cook host of the Making Cents podcast joins Glen to answer some quickfire money questions!


    πŸ‘‰πŸΎ what makes a successful investor?

    πŸ‘‰πŸΏ invest in Kiwi Saver or not and why?

    πŸ‘‰πŸ» extra money into mortgage or invest?

    πŸ‘‰ what do you think is the biggest barrier to people investing?

    πŸ‘‰πŸΌ do you have to be smart to be good with money?

    πŸ‘‰πŸ½ how do you define success and have you achieved it?

    πŸ‘‰πŸΌ how do you know when you've financially made it?

    πŸ‘‰πŸΎ one line on your tombstone, what would it be?

    πŸ‘‰πŸΌ if you had a spare $10,000 what would you do with it?

    πŸ‘‰ what's been your best investment to date?

    πŸ‘‰πŸ» what are you currently reading, watching or listening to?

    πŸ‘‰πŸΌ what's one book you would recommend to become a better investor?


    The Quick-Start Guide to Investing by Glen James & Nick Bradley: https://www.investingbook.com.au/

    Your Money, Your Future by Frances Cook: https://amzn.to/4caYaGv


    money money money is proudly supported by Sphere Home Loans and Skye Wealth.

    Need a mortgage broker? Check out https://www.spherehomeloans.com.au

    Need to review your personal insurances? Head to https://skye.com.au


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast

    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

    9 April 2026, 7:10 pm
  • 55 minutes 49 seconds
    914b wwgd: 3 properties, young kids, working part-time & what next?

    Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.investingbook.com.au/


    Three properties, two young kids, both working part-time. Sophia* joins Glen to unpack whether selling an investment property, reducing debt and rethinking their strategy could set them up better long term or if they’re at risk of overcomplicating a strong position.


    πŸ‘‰πŸΌ Sophia's situation: 3 properties, young family, part-time setup

    πŸ‘‰πŸ½ spending, savings & cashflow gap

    πŸ‘‰πŸΎ insurance, super & financial foundations

    πŸ‘‰πŸΏ property portfolio & assets

    πŸ‘‰πŸ» lifestyle goals

    πŸ‘‰ their desire to β€œsemi-retire”

    πŸ‘‰πŸΌ Glen’s take on the situation and what he would do


    money money money is proudly supported by Sphere Home Loans and Skye Wealth.

    Need a mortgage broker? Check out https://www.spherehomeloans.com.au

    Need to review your personal insurances? Head to https://skye.com.au


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast


    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

    8 April 2026, 7:10 pm
  • More Episodes? Get the App